+787.5%
SEI vs AVAV
+34.3%
+753.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +12.6% | -4.2% | +5.1% |
| 7D | -4.3% | +3.2% | -7.4% | -4.6% |
| 30D | -18.0% | -7.4% | -10.6% | -16.4% |
| 3M | +8.2% | -32.0% | +40.2% | +18.5% |
| 6M | -13.9% | -24.6% | +10.7% | -10.0% |
| YTD | +37.0% | -47.5% | +84.6% | +52.8% |
| 1Y | +24.5% | -61.5% | +86.0% | +49.2% |
| 3Y | +681.1% | +5.5% | +675.6% | +603.7% |
| 5Y | +787.5% | +35.7% | +751.7% | +565.2% |
| All | +787.5% | +34.3% | +753.2% | +565.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AVAV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling